See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,126 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,894 | $75,183+58.1% | $123,892-4.0% | $55,167+115.5% |
| Participation rate | 84.7% | 72.8%+11.8pp | 81.4%+3.3pp | 69.0%+15.7pp |
| Annual return | 6.79% | 19.01%-12.2pp | 47.52%-40.7pp | 169.23%-162.4pp |
| Employer contribution / active EE | $2,187 | $2,823-22.5% | $4,617-52.6% | $1,963+11.4% |
| Participant deferral / active EE | $8,208 | $5,084+61.4% | $5,984+37.2% | $3,054+168.8% |
| Admin fee / account holder | $24 | $663-96.4% | $8,357-99.7% | $504-95.3% |